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Home > Retirement Planners > oklahoma > tulsa > CAVANAL HILL INVESTMENT MANAGEMENT, INC.
CAVANAL HILL INVESTMENT MANAGEMENT, INC.
One Williams Center
15th Floor
Tulsa, Oklahoma 74172-0172
Tel: 800-958-2942
About CAVANAL HILL INVESTMENT MANAGEMENT, INC.
CAVANAL HILL INVESTMENT MANAGEMENT, INC, formally registered with the SEC as CAVANAL HILL INVESTMENT MANAGEMENT, INC. The firm was established in 04/19/2001. They have over 2 offices throughout the country.
CAVANAL HILL INVESTMENT MANAGEMENT, INC. is a Tulsa, Oklahoma based Financial Planning firm with nearly $11,569,058,289 assets under management, offering retirement planning & investment advisory services to 2265 clients. The firm is staffed with 50 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110774 |
| SEC# | 801-60138 |
| Assets Managed by Firm | $11,569,058,289 |
| No. of Clients | 2265 |
| No. of Advisors | 50 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2265 | $11,569,058,289 |
| Other investment advisers | 1 | $14,691,949 |
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